Unclaimed
Jessica A. Reeder is a financial advisor at Morgan Stanley. Jessica is a registered representative in Georgia and Texas. Jessica has been in the financial services industry since 2015 and has experience in various roles, including working at Supreme Lending, Alma Domestic Violence Foundation, Vertical Merchant Solutions, First Data, Suntrust Bank, and Wells Fargo. Jessica holds the Series 66, Series 7TO, and SIE licenses. Jessica provides various financial advisory services including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies. Jessica is a licensed investment advisor in Georgia and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
04/09/2024 - Present
Morgan Stanley (ATLANTA GA)
BOTH
Issued 04/02/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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